HELE

HELEN OF TROY CORP LTD

6 superinvestors own HELE

Based on latest 13F filings — data is 45–90 days delayed

Investor	Fund	Weight	Shares	Value	Quarter	Activity
Meridian / ArrowMark	Meridian Contrarian Fund	0.46%	416,526	$54.5M	2018Q3	Reduced
Richard Pzena	Pzena Investment Management	0.04%	761,173	$11.0M	2026Q1	Reduced
Valley Forge Capital Management	Valley Forge Capital Management	0.03%	9,300	$212K	2008Q3	New
Polen Capital Management	Polen Capital Management	0.01%	19,642	$2.3M	2024Q1	Reduced
Kenneth Fisher	Fisher Asset Management	0.00%	9,875	$249K	2025Q3	Held
First Eagle Investment Management	First Eagle Investment Management	0.00%	20,219	$1.9M	2024Q2	Reduced

Open-market purchases (P) and sales (S) from SEC Form 4 filings · last 12 months

No open-market insider trades in the last 12 months.

Form 4 filings for option exercises and other transaction types are excluded.

STOCK Act disclosures · last 12 months

Congressional trade data coming soon.

We are sourcing STOCK Act disclosures and will display them here shortly.

What Is SEC Form 4?

Understand the insider trade filings behind HELE activity.

What Is a 13F Filing?

How superinvestors disclose their quarterly holdings.

Insider Cluster Buying

Why multiple insiders buying together is a strong signal.

Superinvestor Consensus

The most widely held stocks across all tracked institutions.